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According to the e-company news from the Securities Times, the three major A-share indexes fluctuated at low levels in the morning. As of the midday close, the Shanghai Composite Index fell 0.58%, the Shenzhen Component Index fell 0.12%, and the ChiNext Index fell 0.21%. On the disk, the pharmaceutical sector strengthened across the board, the concept of new crown drugs rose sharply, Hanyu Pharmaceutical, Nuotai Biological, etc. rose by more than 10%, and stocks such as Zhongsheng Pharmaceutical and Xinhua Pharmaceutical rose by their daily limit. CPO concepts, building materials, POE film, integrated die-casting, TOPCon batteries, HJT batteries, commercial chains, textiles and apparel, and other sectors also saw the largest gains, while shipping, insurance, telecom operations, virtual power plants, banks, and Chinese prefixes saw the largest declines. Stocks in the two cities fell more than rose, and more than 2,600 stocks fell.

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According to the latest strategy report of China Securities Times, the recent economic data continue to point to a weak economic recovery. In April, the industrial added value, social zero, and fixed asset investment all fell short of expectations. The accelerated depreciation of the renminbi fell below the 7.0 mark. , the market is waiting for the policy to increase. The short-term market is expected to continue to find the bottom, and the main line adjustment is not complete.

Taking history as a mirror, counter-economic cyclical assets (stable/technology) performed better during periods of rapid decline in the RMB exchange rate in the past 18 years. Economic fundamentals are negatively correlated or have a low degree of correlation. The recent low-level market rotation is performed as scheduled. Before the short-term domestic and overseas macro expectations are further clarified, the market is expected to still focus on the defensive strategy with low wind bias and heavy odds, focusing on independent cyclical sectors with policy expectations, focusing on durable large items Consumer goods such as new energy vehicles and home appliances; industrial motherboards and semiconductor equipment that benefit from self-controllable, structural upgrades, and electricity that has seen a significant counter-cyclical profit recovery; in addition, among counter-cyclical assets, emphasis is placed on electronics that are expected to catalyze an inflection point in the near future. Industry concerns: electronics, home appliances, new energy vehicles, industrial machines, robots, semiconductor equipment, electricity, etc.

Disclaimer: The Securities Times strives for truthful and accurate information, and the content mentioned in the article is for reference only and does not constitute substantive investment advice, so operate at your own risk

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According to news from the Beijing Municipal Bureau of Economy and Information Technology, Beijing intends to organize the implementation of the “Beijing General Artificial Intelligence Industry Innovation Partnership Program” and recruit members of the partnership program through multiple channels. Through invitations from relevant departments, self-recommendations by enterprises, recommendations from industry organizations, etc., extensively recruit members of the partner program, form a list of members of the partner program, give full play to the resource advantages of the members of the partner program, and help accelerate the iteration of large-scale model development and popularization and application. Increase financial support. Use high-tech industry development funds to support the development of the general artificial intelligence industry, and promote the construction of computing power infrastructure, data circulation transactions, and key technology research and development. Make full use of high-tech development funds, increase investment in the general artificial intelligence industry, actively introduce social capital, encourage the establishment of general artificial intelligence industry funds, and increase investment in enterprises.

Disclaimer: The Securities Times strives for truthful and accurate information, and the content mentioned in the article is for reference only and does not constitute substantive investment advice, so operate at your own risk

Download the “Securities Times” official APP, or follow the official WeChat public account, you can keep abreast of stock market trends, gain insight into policy information, and seize wealth opportunities.

Securities Times News, Huaxi Securities pointed out that in the short and medium term, concerns about the U.S. banking crisis have resurfaced, and signs of an economic slowdown have become increasingly clear. Higher interest rates will further increase the risk of recession, and the current interest rate hike may have come to an end. From the perspective of the gold price framework, “credit hedging + inflation resilience” dominates the general direction of gold prices, and gold prices still have a basis for long-term price rises; in terms of medium-term driving factors, the suppression of gold’s financial attributes has weakened as the interest rate hike comes to an end. Under the general trend, The price of gold is still upwardly resilient, and it is recommended to pay attention to gold investment opportunities. Beneficiary targets: Zhongjin Gold, Zhaojin Mining, Shandong Gold, Yintai Gold, Chifeng Gold.

Disclaimer: The Securities Times strives for truthful and accurate information, and the content mentioned in the article is for reference only and does not constitute substantive investment advice, so operate at your own risk

Download the “Securities Times” official APP, or follow the official WeChat public account, you can keep abreast of stock market trends, gain insights into policy information, and seize wealth opportunities.